Where can I find release notes for the latest Intota Assessment and 360 Counter releases and updates on service status?

Currently, release notes for both Intota Assessment and 360 Counter are being shared on this single Support Center document because 360 Counter customers have access to Intota Assessment's E-Resources interface, and therefore updates made to Intota Assessment may be of equal interest to 360 Counter customers.

360 Counter users wanting to learn more about the Intota Assessment E-Resources interface should visit the FAQ page that also includes information about online and recorded training sessions.

May 13, 2020

360 and Intota Services:

Live chat link with Support! – The Contact Us link in both Client Center and Intota will navigate you to a new landing page. The landing page will offer the option to open a case via the Support Portal or open a chat session with a Support team member, if one is available.

Chat is available from 9:00 – 17:00 Pacific time zone and may be used for questions regarding Summon and the 360 and Intota services. Please use the Support Portal for issues about CDI, 360 KB/Content, and Ulrichsweb.

Fixes:

The URLs for ebooks in Ebook Central databases (codes AABBV and BBABE) have been updated from http to https

Resource Renewals Checklist Report has been modified based on feedback that not all renewals data appeared in the report

360 Counter and Intota:

New SUSHI harvester for COUNTER r5 TR, DR, and PR reports. The harvester will collect reports monthly when configured on the DRS form for an r5-compliant vendor:

Client Center view:

Intota view:

Manual upload of database (DR) and platform (PR) reports and display in the summary pages

New 360 Core permission for accessing the Summon usage statistics OBI platform without having to go through the Summon Admin Console.

February 19, 2020

360 Link:

New parameters have been added to the Database Details pages for ProQuest and EBSCOhost databases. This is the first phase in improving linking to those platforms. It was developed specifically for libraries using OpenAthens Redirector but will be applicable for all proxy services. The new parameters can be added and saved in 360 Core/Client Center and Intota, but they will not impact linking until the 2020 May Q2 release.

ProQuest will have a new Account ID parameter:

EBSCOhost will have new Authentication Type and Customer ID parameters:

ProQuest databases are added to the Global Exclude list for the Sidebar due to cookie handling changes to search.proquest.com in anticipation of the Google Chrome (80) release.

Resolved 503 Error for libraries with User Authentication enabled with IP as the method.

Resolved failure to load links in MS Edge for libraries with User Authentication enabled with IP as the method.

Updated the list of databases that are indexed in Crossref to ensure that the Crossref link displays on the results page.

Removed the empty text box displayed on the Citation Linker form.

Updated LINKERs for ScienceDirect.

360 Counter and Intota:

Fixed an issue with the manual COUNTER r5 validation so that blank lines are ignored.

There are now DRS forms for both manual and SUSHI credentials for COUNTER r5-compliant vendors. Ex Libris staff will maintain the list of r5-compliant vendors including default URLs and supported report types.

DRS manual forms:

DRS SUSHI forms:

An early Q2 deployment (outside of the published release schedule) will feature the new SUSHI harvesting framework. This JSON harvester has been built from scratch in accordance with the COUNTER r5 standard and will perform monthly harvests, with full validation.

Reports based on the new r5 standard will be available in Intota Assessment mid-2020.

360 Core/Client Center and Intota

The Authentication Type drop-down menu now includes “Redirector” as an option for OpenAthens libraries

Fixed the issue causing the Title Coverage checkbox to be grayed out on the Database Details page

The Resource Renewal Report and Resource Administrative Information reports will no longer include databases that are Not Tracked.

December 11-12, 2019

This release includes the following enhancements and fixes.

360 Link:

New LINKER for American Physical Society, LexisNexis NYU Review of Law

Full validation of the TR reports for compliance with the new standard

Full processing and storage of TR report statistics

New DRS forms for population as providers confirm r5 compliance

Due to the complexity of the COUNTER r5 implementation, it will be released in stages between now and early 2020. The TR usage statistics will not be available immediately in Intota Assessment; however, uploaded COUNTER r5 reports will remain in a pending status until we roll out the Intota Assessment piece in early 2020. Any TR statistics that have been uploaded to that point will be then accessible in the Intota Assessment application. Please also note that there are no changes to the COUNTER r3 or r4 functionality, and reports that adhere to either standard will continue to be supported for backwards compatibility.

We elected to implement the suite of TR reports first because they replace the current journal (JR) and book (BR) reports, which are the most heavily used by our clients. More details can be found at the Project COUNTER site, and we will provide more details on our implementation of the new TR metrics as the reports are released.

What will you see in 360 Client Center and Intota?

The upload process for COUNTER r5 reports is exactly the same as for r3 and r4 reports. See instructions for Intota and 360 Client Center.

You can view the pending reports on the following pages:

360 Client Center Home > 360 Counter page:

Intota Home > Reports > COUNTER Reports page:

May 10-11, 2018

For more details on the enhancements described below, you may want to review our release overview.

Enhancements:

Overlap Analysis for books

Currently only ejournals are eligible for overlap comparison.

Now ebook holdings will be included in cross-database overlap comparison.

Ebook-only or mixed content databases can be analyzed.

The overlap results allow you to drill down into the database details of where each ebook title is held.

Reports that are manually uploaded after a successful SUSHI harvest will now overlay the earlier report.

For clarity's sake, the "Total No. of Records" count will no longer display at the top of report results. The count did not match the number of rows returned in the report and was confusing to viewers.

Addressed the condition that caused a drop in reported 360 Usage Statistics in the 2017 Q1 timeframe.

The Ebook Turnaways (BR3 & BR4) report filter is now functioning as "greater than or equal to" rather than "equal to."

The Forthcoming report is now displaying updated information from Books In Print.

October 28, 2016

Intota Assessment:

The following updates were released:

Several improvements to the SUSHI harvester, including a fix for the reported service interruptions and the "no months in this report" error.

Fixes to the Print Compare to RCL Chartreport to correct the number of titles showing and display errors in the drilldown to view titles.

July 9, 2016

Intota Assessment:

The following update was released:

Ejournal Report (JR1): When the Report View filter is set to Yearly, the Select View drop-down menu will now offer four options:

Combined View (CY)

Detailed View (CY)

Combined View (FY)

Detailed View (FY)

The Detailed View options correspond to the existing Calendar Year (CY) and Fiscal Year (FY) views of the reports as you have had previously.

The Combined View options will show you an additional level of de-duplication to help address metadata that is often in flux and we have to account for idiosyncrasies retrospectively. Combined View (CY) will now be the default view.

Here is an example of a Detailed View (CY) report with a title appearing twice due to mismatched identifiers:

In the Combined View (CY) the titles are merged:

June 18, 2016

Intota Assessment:

The following updates were released:

Improved the handling of ebooks: ebooks with the same title but distinct ISBNs will no longer automatically be treated as duplicates. Prior to this release only the usage from one title was delivered to Intota Assessment; now both titles and their usage will be delivered to Intota Assessment..

Top Chart reports: Added a new View as Table option that allows you to view long titles or labels (>100 characters) that are by default truncated in the chart view.

Enhancements to Payments:

When viewing Details pages (Provider, Database, Holding) you can now see any added foreign currency payments. Added currency codes for all transcations on Details pages. Updated alignment of columns.

The system will now accept a payment entered as a negative number to reflect a credit received.

Fixed the issue that was causing some JR1, BR1, and BR2 reports to get stuck in a pending status. An Internal Error Caught message displayed in the processing log. This problem was reported for Spring-Verlag, Brill, and ProQuest reports.

Fixed the issue that moved PR1 platform information to the Title column after uploading the report. The platform data is now in the Platform column as expected.

Streamlined the Ejournal Report (JR1) by excluding titles that have costs but no usage data because no JR1 reports have been uploaded for the provider. Now the report will only include titles with reported JR1 statistics.

Top Chart (a 360 COUNTER Database report): small adjustments made to improve the clarity of the report.

Print Cost by Publisher report: Publisher filter is now working correctly.

Circulation Dynamics report is now an Item Level (rather than Title Level) report that offers a filter for local call numbers.

Print Deselection report: Report display now includes a drop-down menu for switching between Title Level and Item Level view.

Print Cost by Subject report: Filtering by subject classification is now retained when using browser back button to return to previous screen.

'Published Year' display format has been cleaned up in various reports.

December 4, 2015

360 Counter:

ProQuest released the following updates:

Intota was sending Not Tracked titles that are in Not Tracked databases to IA if the title was subscribed in another database. Now only the subscribed title and database combination is seen in Peer Analysis reports.

Under some conditions the Data Retrieval Service (DRS) "Reports Available" COUNTER report types were disappearing in the Client Center and Intota, thereby disabling the SUSHI harvest. Those report types will no longer be automatically disabled when we receive a "not supported" error response from the provider.

This release also includes Part 1 of a fix for clarifying how title cost per use (CPU) calculations are made. Part 2 - seeing new data points in the reports - will be visible in your Intota Assessment reports after Intota Assessment's January release.

October 28, 2015

In addition to custom eResource usage reports, users can now also create custom Print reports.

The scheduling tool has also been enhanced to support automated delivery of both eResource and Print reports.

Reports saved in the shared folder are now visible to other users within your institution.

Database Reports

The Multimedia Requests Report (MR1) is now available to help you analyze your audio/video/image collections.

Report Interface

At the top of each 360 COUNTER report (eBook, eJournal, Database and Accreditation reports) there is now a count of the number of rows in the report.

Provider and database filters will now be easier to use because they will only display those resources for which usage reports have been uploaded.

Item level Print reports now have a filter for local call numbers. Previously, even if local call numbers were mapped in the ILS data you provided, a report could only be filtered by Library of Congress or Dewey numbers from Books in Print.

We have identified that in most cases the local call number will be within the MFHD 852 $h$i. However because we have seen variation amongst clients, we will not update the local call number data without the consent of clients. To contact our Support team please use the Contact Us menu at the top of this page for email and phone options.

September 2, 2015

Intota Assessment:

ProQuest released the following updates:

Local call numbers

The Print Deselection report and the Print Book Cost Per Use report now include local call numbers to facilitate ease of use in locating items.

By default the Local Call No column is hidden; to have it displayed, right-click on any column, choose the menu option Include Column and select Local Call No. The report will refresh at this time.

To save the display, select Save Current Customization from the Page Options menu on the right side of the report.

If the Local Call No column is empty, we currently do not have your local call numbers mapped. Use the Contact Us menu at the top of the Support Center to let us know where the call numbers exist in your ILS data and we can re-upload your ILS data.

The above reports also now include the following new columns of local data: Status (Missing, Long Past Due, etcetera), Holding Item ID and Bib ID. By default these report columns are hidden; to display them, use the same steps mentioned above for the Local Call No column.

Sample report with all four columns of new local data displaying:

Internet Explorer 11

IE11 is now supported. Previously, support for current versions of browsers was limited to Chrome and Firefox.

Federated Search Data

The Database Report (DB1) now includes federated search usage and cost data.

July 15, 2015

Scorecard information will now be easier to access. The report will be online, compared to previously being available only via email.

June 26, 2015

360 Counter:

ProQuest released the following update:

Consolidated usage and cost reports are now viewable solely on the new Intota Assessment platform. Previously, reports were available on both the new platform as well as the legacy platform.

To learn more about the new Intota Assessment reporting interface in relation to consolidated usage reports, visit the Training Webinars page and click 360 Management Services. Upcoming sessions of Viewing 360 Counter Reports in Intota Assessment are listed, along with a recorded training session that is available at the bottom of the page.

Link on Intota Assessment home page now correctly takes you to the Client Center home page instead of an error message.

Working with an Excel 2003 or 2007 downloaded report

Cell merge was blocking the ability to fully manipulate the Excel reports, so cell merge has been disabled on each report in Intota Assessment.

Note that the Ejournal Auth Titles by Subj with CPU (JR1) report and the Ejournal Usage by HILCC (JR1) report have a total for each subject. To avoid the issue with cell merge, configure your report for no subtotals. Do this by right clicking on the column and selecting Show Sub-total > None.

Database Performers Report

Report had previously been restricting the results to show only the databases with searches and sessions. This was too restricting because many providers do not account for Sessions. The report will now display all databases that have at least one Search.

March 24, 2015

Intota Assessment:

ProQuest released the following updates:

Change in Use Reports

All Change in Use reports can be created using Monthly, Quarterly, or Yearly views.

Enhanced Title Key for Print Reports

RCL (Resources for College Libraries) is reviewed at the ISBN level and therefore not all matching titles are tagged as RCL reviewed. This enhanced title key is designed to resolve the RCL matching issues reported by customers. Unfortunately BIP (Books In Print) does not have this key populated for all the titles at this time so customers will still occasionally see data anomalies. ProQuest is working to update all of BIP.

Counter DB1 Reports

Deleting a Counter DB1 report will now show in consolidated reports as "null" usage rather than "0" usage.

Counter DB2 Reports

The column Access Denied Category in consolidated reports will now display a value of No License, Turnaway, or Other. The column was incorrectly displaying a value of Counts.

Working with an Excel Downloaded Report

When trying to sort the totals column: The user must select the data portion of the report to be sorted. Then Choose the Custom Sort option. Then choose the column and sort preferences.

Do not select all the report data fields and/or headers.

March 20, 2015

360 Counter and Intota Assessment customers will see improvements to usage data and cost on the following:

March 6, 2015

Counter Upload Status:

Intota and 360 Counter reports are currently taking longer than usual to complete the initial validation and consolidation at this time. Delays are due to the very high volume of reports that are being uploaded, both by our DRS (Data Retrieval Service) and by libraries manually uploading year-end statistics. We are aware of the issue and are monitoring the reports to ensure that they all upload properly.

February 24, 2015

Intota Assessment:

ProQuest released the following updates:

Ejournal Usage by Fund Report

This new report provides views into usage and cost, based on the Ejournal fund accounts reported in your library's Intota or Client Center profile.

Database Usage by Fund Report

Report now correctly displays the Fund Name column.

Ejournal Usage by HILCC Report

Some subject headings were found to be incorrect and they have been removed.

Messaging upcoming system downtime

The bottom of the login area now supports a scrolling banner to inform you about upcoming downtime for updating Intota Assessment. Such notices also display on the home page after you log in.

February 17, 2015

2014 Counter Files - Status Update:

The Data Retrieval Service (DRS) upload of 2014 Counter files is nearing completion, and we expect most files to be uploaded and available by the end of February. Some work may need to be finished up during the first week of March.

Libraries will be able to view consolidated reports in both 360 Counter's Consolidated Reports area, as well as through the new reporting interface in Intota Assessment. The transition to reports being available exclusively via the Intota Assessment platform will occur after the busy season of reviewing and analyzing 2014 reports. More details to come regarding the mid-2015 transition to Intota Assessment!

If you have any questions about 2014 Counter files, the Contact Us menu at the top of the Support Center provides both email and phone options. Thank you for being a ProQuest customer.

January 27, 2015

Intota Assessment:

ProQuest released the following updates:

Enhancements to the Ebook Report, Database Report, and Ejournal Report

The new "Report Type" filter allows for selecting a yearly, quarterly, or monthly view, giving the library the flexibility to analyze data across various time spans.

You can now view fiscal years in addition to calendar years, making it easier to assess usage for a single subscription period.

Peer Analysis - Books

Viewing by title now links together all editions of a title, allowing libraries to make deselection decisions based on similar holdings.

Filter by Provider

The 'Match Case' setting is now OFF by default, saving users time when entering a provider search. A user can turn it ON to conduct a case-sensitive query.

Working with an Excel downloaded report

Cell merge was blocking the ability to fully manipulate the Excel report, so cell merge has been disabled.

Note that Microsoft Excel 2007 currently has an issue that continues to prevent Intota Assessment users from fully manipulating reports, so when downloading a report in Intota Assessment, Excel 2007 users should save the file as type Excel 2003.

January 13, 2015

Intota Assessment:

ProQuest released the following updates:

Print Deselection Report

Speed has been improved beyond the speed enhancements made in the last release.

Counter Data Fix

The issue has been fixed where cost could be multiplied due to multiple titles linking to one authority title, which share a price. Such a scenario is due to providers not using consistent naming conventions.

The fix will affect users on January 17.

Note that this fix was initially scheduled and announced for the December 19 release.

Report Filters

All reports now display their filters at the top of the screen.

Ejournal Gold Open Access Report (JR1 GOA)

Data is now being retrieved and properly displaying in the report.

Peer Analysis - Database Report

Databases not owned by the library are no longer showing up.

Combined Service and Platform Report (DB3)

Grand Totals are now displaying.

Ebook Performers Report

Report results for Uses >= 10 are now displaying correctly.

Ebook Turnaways Report

BR4 reports are now being included.

Ebook Deselection Report

Duplicated columns no longer display in a downloaded CSV report file.

Ejournal Usage Report by Month

Cost information is now displaying when the 'EJournal Usage Report by Month' option is selected from within the Ejournal Report screen.

Peer Analysis - Journal Report

Books are no longer showing up in this journal report.

January 7, 2015

360 Counter Transition News:

ProQuest has extended the transition time for users to move to the new Intota Assessment reporting interface. On March 28th, all consolidated reports will be available exclusively on Intota Assessment. Your subscription will be unaffected. Also, users of 360 Link, MARC, and Search as well as UlrichsWeb, will view their usage reports in the Intota Assessment reporting interface.

To learn more about the new Intota Assessment reporting interface in relation to consolidated usage reports, visit the Training Webinars page and click 360 Management Services. Upcoming sessions of New Counter Reporting Interface in Intota Assessment are listed, along with a recorded training session that is available at the bottom of the page.

December 19, 2014

Usage filter defaults to <=10 (less than or equal to 10) but can be set higher. This was based on customer feedback.

Qualitative filters were changed from check fields to drop-downs. This has had a positive impact on performance.

Qualitative columns now use a "y" or "n" to indicate yes or no, rather than the previously used "x".

Print Book CPU Report

Improved speed.

Currency/Market filter is available.

CPU (Cost Per Use) can be based on customer cost or MSRP. Helpful for libraries unable to extract acquisition data.

CPU based on MSRP was part of the November 4 release but we wanted to list it here as a reminder.

Counter Data Fix

The issue has been fixed where cost could be multiplied due to multiple titles linking to one authority title, which share a price. Such a scenario is due to providers not using consistent naming conventions.

This fix will affect users on December 29.

November 26, 2014

360 Counter and Intota Assessment users will see improvements to usage data and cost on the following:

Usage duplication due to multiple uploads In some cases, users reported that the system was not de-duping usage data when files were uploaded for the same dates.

Title normalization failed in some cases Where cost has been uploaded, some titles were not normalized to the authority title, creating duplicate rows in consolidated reports.

Specific to Intota Assessment, we observed an issue where cost is not calculated properly when there are some months without e-resource usage.

Note: For the above issues, corrected data is evident in Intota Assessment. However, to view corrected data in the legacy 360 Counter consolidated reports, affected data must be re-loaded.

Cost can be multiplied due to multiple titles linking to one authority title, which share a price. This is caused when providers do not use consistent naming conventions.

Usage files spanning across COUNTER R3 and R4 in the same month may cause inflated usage.

ProQuest will provide updated information on the above two issues as we have it so that users can be informed of the exact resolution timeline. At this time we are not seeing widespread occurrence of these 2 new issues.

November 10, 2014

360 Counter:

ProQuest has resolved an issue with file uploading into 360 Counter where replacement files are not successfully importing when they replace a deleted one.

Pending Issues:

Users of 360 Counter and Intota Assessment services are still experiencing issues on the following:

Usage duplication due to multiple uploads In some cases, users reported that the system was not de-duping usage data when files were uploaded for the same dates.

Title normalization failed in some cases Due to malformed ISSNs, some titles were not normalized to the authority title, creating duplicate rows in consolidated reports.

Cost fix for journal and ebook reports In cases where there was zero usage for a month, calculations were impacted and could be incorrect.

We are expecting to release fixes to the above issues during the week of November 17, 2014.

360 Counter Transition News:

ProQuest has extended the transition time for users to move to the new Intota Assessment reporting interface. In early 2015, all users' consolidated reports will be available exclusively on Intota Assessment. Further details will be coming.

November 4, 2014

Intota Assessment:

ProQuest released the following updates to Intota Assessment:

CPU (Cost Per Use) by MSRP field - A new CPU by MSRP (Manufacturer's Suggested Retail Price) field has been added to the Print Book CPU report. For libraries unable to extract acquisition data, this new field provides cost per use based on MSRP.

Accessing Overlap Analysis - Overlap Analysis now opens in a new browser window rather than opening via a pop up. Also the user no longer sees an empty Intota Assessment report display in the background.

Cost fix for database reports - In cases where there was zero usage for a month, calculations were impacted.

Users have reported slowness on Print report rendering - We discovered a root cause in our server architecture and have optimized to improve performance.

Fixed an issue where the currency was not working in Print CPU (Cost Per Use) top charts.

Saving changes in reports was failing for some users - We resolved the item that occurred when some logins were being prevented from saving report changes.

October 17, 2014

360 Counter:

ProQuest released the following fixes affecting 360 Counter and Intota Assessment:

Cost per use not populating for all years - in some cases, cost per use was not displaying for the latest year added.

DB1 Report upload issues In some cases, uploading of DB1 reports created a friendly error and failed uploads.

Row deletion in 360 Counter In some cases, deleting a title from the list of resources would fail, leaving the title intact.

BR5 reports failed to upload In all cases, users received a friendly error and were not able to load BR5 usage reports.

September 30, 2014

Highlights of the updates released to Intota Assessment:

Change in Use Reports: Database Change in Use, eBook Change in Use and eJournal Change in Use have been combined into one report by format which allows you to toggle between monthly and annual views. Previously, each format of Change in Use reports were separated, each including Monthly, Quarterly and Yearly versions.

Performer Reports: Database Performers, eBook Performers and eJournal Performers replace the 100 Most and Least Used reports. The new performer reports allow the user to see the most and least used resources, sorted on usage.

Report Consolidation: We have simplified how Usage, Cost Per Use (CPU), and CPU Template reports are organized. There are now three reports (listed below), each report providing Usage, Cost, CPU, and Provider information:

Ebook report

Database report

Ejournal report

Enhanced Title Linking for RCL (Resources for College Libraries): Previously the RCL indicator was matching at the ISBN level which means it would only find an exact match for the edition selected for RCL. Now, all editions for a title are included in the match. This improves Deselection and Recommendation report matching.

HathiTrust: The Print Deselection Report now contains a column for HathiTrust, indicating if a title is "In Copyright" or "Public Domain".

Section 508 Accessibility Compliance: This release introduces an accessible version of Intota Assessment. Declaring official compliance with the U.S. government's Section 508 will be coming from ProQuest's User Experience team at a later date.

Support for Chrome Browser Users: Intota Assessment now fully supports the use of the web browser Chrome.

Fixed the duplication in the Database usage reports due to multiple uploads in 360 Counter.

July 22, 2014

These updates were released to Intota Assessment:

CPU Report Enhancements

These reports will now include currency within the filters and displays the currency chosen within the MSRP field. (Cost is still the local currency of the customer.)

Available currencies:

USD

CND

GBP

EUR

AUD

ZAR

ISBN13 will now link out to Books In Print

This change is to be found in the following reports:

Top Chart drill downs

Cost by Publisher drill down

Cost by Subject drill down

Print Book CPU

Print Deselection

Print Deselection will now include the ability to filter by Acquisition date. In cases where one Title has more than one copy, Intota Assessment takes the acquisition date of the most recent copy.

June 20, 2014

Effective June 23, users of 360 Counter and Intota Assessment will be able to upload, manage and view consolidated vendor statistics based on the COUNTER 4 code of practice. This includes:

Upload and manage via Client Center or the new Intota platform

View consolidated statistics though the new Intota Assessment reporting platform

Effective June 24, 360 Counter and Intota Assessment users will have access to the following reports in COUNTER 4 format exclusively on the Intota Assessment platform:

Ebook usage and cost per use reports

Journal usage and cost per use reports

Database usage and cost per use reports Note: some users may experience some duplication in database usage reports which ProQuest expects to correct within 2 weeks on the Intota Assessment platform.

December 6, 2013

The following enhancement is now available in 360 Counter:

Enhancements to Landing and Summary Pages: Streamline workflows and have an easier time evaluating and tracking available usage statistics with new user interface enhancements. See information about the 360 Counter Page.

Feb. 1, 2013

The following enhancements were released:

DRS Form shows the report interval or schedule you requested (twice a year, quarterly, or monthly).

Other minor fixes to the service.

Dec. 21, 2012

We upgraded our usage-statistics module, which is used by 360 Counter Consolidated Reports and 360 Usage Statistics. This will provide faster response times, and you can also take advantage of an improved user interface, which makes it easier to organize, add, and remove data points to create the custom reports you want.

The left side of Database Details pages will show itemized costs again. (We had to remove that functionality for a short time.)

Other fixes to issues clients have pointed out to us, making it easier to use 360 Counter!

Aug. 16, 2012

We released the following service improvements to 360 Counter:

We have created an online version of the Data Retrieval Service (DRS) Form in the Client Center; this replaces the previous workflow in which you used an offline Excel spreadsheet to manage and share information.

When you follow the links in the two bullet points above, you will find further information on these new features so that you have a better understanding of them and how they will benefit you, and you can consider changes to your workflow and process of working with Serials Solutions going forward. In addition, you can watch this demonstration of the new features.

These enhancements create efficiencies in your workflow and make it easier for you (and for Serials Solutions, on your behalf) to maintain and gather usage statistics for aggregated assessment and analysis in 360 Counter. As a result of these enhancements, there are some significant changes to workflow that you should be aware of:

Serials Solutions has migrated all of the information that we currently have in your Excel-based DRS Forms to the online Form. The online Form should be considered the most current repository of information used to gather your vendor-supplied usage statistics; when gathering usage statistics on your behalf, we will use this online Form only from Aug. 15 forward.

You should review this new Form and make sure it is accurate some time after Aug. 16. Make any necessary changes directly in the online Form before your next scheduled data retrieval.

There will be no need to manage the offline Form (Excel spreadsheet) any more. We will no longer store and email copies and updates, and we will no longer make updates via email.

Please make any and all changes and updates to your usage statistics information directly in the online Form. We will always use this Form when performing the retrievals on your standard schedule.

You should feel free to make updates and changes to the online Form at any time.

The new, online Form offers you the ability to input SUSHI credentials for those providers that support SUSHI. (Read more about SUSHI-protocol harvesting here.) If you choose to enter SUSHI credentials, we will attempt to retrieve usage statistics from your SUSHI providers on the second day of every month. If there are any providers for which you have not entered SUSHI credentials, we will continue to gather your statistics on your regular, pre-designated schedule: monthly, quarterly, twice a year, or once a year.

We will continue to send you an update each time your usage-statistics data is loaded on your regular frequency, as we do now; this message will indicate that your data upload is complete and will contain any information about statistics that could not be loaded. If you need to update your usernames and passwords in order for data to be gathered, please do so in the online Form and notify us if you would like those statistics gathered immediately. If not, we will use the updated information from the online Form the next time we gather your statistics.

May 18, 2012

We released improvements to navigation and the user interface, providing greater efficiency and better management of e-resource data, including changes to the left-side navigation tree to indicate payment types and number of attached objects; and

Our technology partner, PivotLink, enhanced the user interface for the 360 Counter Consolidated Reports pages used for creating reports and conducting analysis; some optimization of reporting speed; new reports.

March 13, 2012

Our technology partner, PivotLink, has improved the Enhanced View of PivotLink, which is an optional way of viewing 360 Counter Consolidated Reports (and 360 Usage Statistics). See this document (in the section called "Enhanced View") for information on how to use this optional interface, which was first made available in September 2011.

Dec. 3, 2011

As part of our overall release, we fixed an issue that occurred in 360 Counter Consolidated Reports when viewing BR3 reports.

Oct. 28, 2011

New enhancements to 360 Counter were released on Oct. 28.

360 Counter now supports an additional e-book report, BR2, giving you even more ways to track usage of your valuable e-book resources for better reporting, assessment and collection development.

For clients that subscribe to 360 Counter and the Data Retrieval Service (DRS), our DRS specialists will now gather and load these new e-book reports, per your request, enabling you to consolidate and report on this new data. For reference, you can download the most current Data Retrieval Service Form.

To help you get the most from 360 Counter we have a special program to ensure that your eBooks and Journals from an Archive statistics are easily available for assessment and reporting. If you do not subscribe to the Data Retrieval Service and would like more information, please see this data sheet.

Sept. 16, 2011

The following new features and enhancements were released to 360 Counter on Sep. 16, 2011:

360 Counter and the 360 Counter Data Retrieval Service (DRS) support three new vendor-supplied reports for e-books and journals from archive collections:

JR1a - Number of Successful Full-Text Article Requests from an Archive by Month and Journal. For examples, go to the COUNTER Project Codes of Practice and download Appendix F: CSV Usage Report Examples.)

We are currently assessing functionality for BR2 reports as well, and we plan to add support for these additional data in the very near future. (Update: BR2 added Oct. 28.)

The 360 Counter reporting interface has been enhanced with new pre-filtered and full reports to allow you to make the most of all your data for assessment, reporting and decision-making. The reporting interface has been updated in order to enable the use of the new e-book and journal archive data. For example, you'll be able to select from a series of new pre-filtered reports such as "100 Top Books Calculated by Use." In the process, we have enhanced the reporting interface in other ways to make it more user-friendly and better organized for ease-of-use and integration of the new data elements.

Our technology partner, PivotLink, has made some optional enhancements to the interface of the consolidated reports system. If you choose to take advantage of these features, you will see some improved options for reporting and user-interface features. See this document (in the section called "Enhanced View" for information on how to use this new, optional interface.

Training webinars have been scheduled to give you the opportunity to learn more about these new features and enhancements. (Look for the "Management Solutions" webinars.)

Serials Solutions is also hosting a series of web-based information sessions designed to help librarians learn from their peers about the applied use of Serials Solutions' Management and Assessment solutions.

July 15, 2011

The following new features and functionality were released to 360 Counter during our upgrade on July 15, 2011:

Deleting Uploaded Reports More than 12 Months Old: You can now access previously uploaded reports older than 366 days, and you will be able to delete any uploaded reports that have been added to the system.

New Payment and Cost Tracking Capability: Some of the new features added to Resource Manager (described here) are also useful for 360 Counter clients, such as the Cost Reports and multiple payment records.

More information on the new features in 360 Counter:

Register for a live training webinar about the new feature that allows for the removal of older data from your Counter Consolidated Report.

View a brief video tutorial (MP4 or WMV) on the Deletion of Older Counter Reports.